# Jeli Post-Incident Reviews and Postmortems

Document and learn from past major incident responses.


> **Jeli End-of-Life:** As of December 22, 2026, the Jeli UI will reach end-of-life. Post-incident review capabilities will be integrated directly into PagerDuty's Post-Incident Reviews in the PagerDuty web app.
>
> Sign up for [Early Access](https://www.pagerduty.com/early-access/) and select **Post-Incident Reviews in PagerDuty UI** to try the integrated experience before its general release.

## Post-Incident Reviews

[Jeli Post-Incident Reviews](#jeli-post-incident-reviews) are a structured evaluation process conducted after an incident or crisis to analyze what happened, why it happened, and how to prevent recurrence. They are a valuable tool for learning from mistakes, improving response procedures, and enhancing overall resilience in the face of future challenges.

[Postmortems](#create-a-postmortem) are reports that allow you to learn from major incidents by providing a summary of events, how the response was handled, and what resolution steps were taken. Post-incident reviews curate a timeline of activity in PagerDuty and Slack, which teams can analyze to determine follow-up actions for similar situations in the future.

## Jeli Post-Incident Reviews

Accounts on Enterprise for Incident Management or Customer Service Operations pricing plans can create a post-incident review in Jeli.

> **Availability:** - Accounts on Enterprise for Incident Management pricing plans can create unlimited Jeli Opportunities.
> - Accounts on Professional and Business pricing plans can create up to 300 Opportunities per year. This is a rolling 365-day window. Review the number of Opportunities you have created in the past year using the date filters on the Opportunity list in the Jeli web app.

### Configure Jeli

Before you can create post-incident reviews, you must enable them in your account. Refer to [Enable Post-Incident Reviews](/incident-management/after-incident/get-started-with-jeli-post-incident-reviews/configure-post-incident-reviews-jeli#enable-post-incident-reviews) for more information.

### Create a Jeli Post-Incident Review

1. From any resolved PagerDuty incident, click **Jeli Post-Incident Review**.
2. Review the **Create a Jeli Post-Incident Review** prompt and click **Accept & Continue to Jeli**.

![A screenshot of the PagerDuty web app showing how to create a Jeli Post-Incident Review](/images/kb/50572280f3677382b894a5c91699ca95ed94484d66351c03533847765dab4971-create_jeli_opportunity.webp)
*Create a Jeli Post-Incident Review*

3. When prompted, sign in to Jeli using **Continue with PagerDuty**.
4. In the Jeli Opportunity, review all events from your PagerDuty timeline by clicking **Narrative**. Refer to [Post-Incident Reviews](/incident-management/after-incident/post-incident-reviews) for more information.

## Create a Postmortem

> **Pricing Plan:** The Postmortems feature is available on PD Reliability Platform plans. It's also available on Business, Enterprise for Incident Management, and Digital Operations (Legacy) plans.

> **Required User Permissions:** Observers, Limited Users, Users, Admins, and the Account Owner (or their respective [Advanced Permissions base roles](/account-admin/advanced-permissions#migration-role-mapping)) can create, edit, and delete postmortems.

> **Postmortem End-of-Life:** As of **October 31, 2026**, the Postmortems feature reaches end-of-life and will be removed from the PagerDuty web app.

1. Navigate to **Incidents**  →  **Postmortems** and click **New Report**, or click **New Postmortem Report** on a resolved incident.
2. Complete one of the following based on how you created the postmortem:
   - **If you created a new postmortem from the overview page**: Enter a **Report Name** and **Owner of Review Process**. Optionally, enter an **Impact Start Time** and **Impact End Time**. A postmortem can only have a single owner. Click **Create Report** to continue.
   - **If you created a new postmortem from a resolved incident**: Your report details are auto-populated and you are assigned as the **Owner of Review Process**. Optionally, edit these details as needed. Click **Create Report** to continue.
3. In the **Data Sources** section, build a timeline of incident log entries and Slack messages related to the incident:
   - **PagerDuty**: To link incidents to this postmortem, select **Select incident between impact start and end times** from the dropdown, or select **Find by incident number**, enter incident numbers one at a time, and click **Add This Incident**.
   - **Slack**: To include discussions from public Slack channels, click **Connect to Slack**. After authorizing PagerDuty to access your Slack account, search and select **Channels** to include in your report. Click **Save Data Sources** to continue.

> **Slack Data Source:** To include Slack content in a postmortem, a contributor must authorize PagerDuty to access Slack on their behalf, which allows that contributor to see Slack content in the **Available Data** listing. Each PagerDuty user must authorize with Slack individually.
>
> If your Slack user account does not have permission to add apps to your team, ask a Slack admin to go to Slack's App Directory and authorize the [PagerDuty Postmortems app](https://pagerduty.slack.com/marketplace/A51BZ1FCG-pagerduty-postmortems) first.

4. In the **Analysis** section, summarize and reflect on the curated timeline, including incident root cause analysis and potential steps to prevent or mitigate future incidents. Complete the following fields:

| Field | Description |
| :--- | :--- |
| **Overview** | Include a short sentence or two summarizing the contributing factors, timeline summary, and impact — for example, "On the morning of August 14th, we suffered a 14-minute SEV-1 due to a runaway process on our primary database machine. This slowness caused roughly 3% of reports generated during this time to be completed out of SLA." |
| **What Happened** | Include a short description of what happened, usually based on the timeline. |
| **Resolution** | Include a description of what solved the problem. If a temporary fix was in place, describe that along with the long-term solution. |
| **Root Causes** | Include a description of any conditions that contributed to the issue. If any actions taken exacerbated the issue, include them here with the intention of learning from mistakes made during the resolution process. |
| **Impact** | Be specific. Include numbers such as the number of customers affected, cost to the business, and other measurable outcomes. |
| **What Went Well?** | List anything that went well and is worth calling out. This field can be left blank. |
| **What Didn't Go So Well?** | List anything that did not go well. The intent is to follow up on all points here to improve processes. |
| **Action Items** | Include action items such as: fixes required to prevent the issue in the future, preparedness tasks that could help mitigate a similar incident, and remaining postmortem steps such as an internal follow-up email or updating the public status page. |
| **Add Section** | Add a new custom section here if needed. |

> **Customized Postmortem Templates:** The fields above reflect the default Postmortem Template. Some fields may differ based on how your postmortems have been [customized](#customize-the-postmortem-template).

Each analysis field can be edited by clicking  on the right and selecting one of the following options:

- Edit Section Title
- Move to Top
- Move Up
- Move Down
- Move to Bottom
- Delete Section

Click **Add Section** to add new sections.

5. In the **Timeline** section, all Slack messages and incident log entries from the data sources above appear in the **Available Data** column on the left. The incident Trigger and Resolve log entries appear by default in the **Included in Timeline** column on the right.
   - **To add Slack messages or incident log entries to the timeline**: Select the event and click , or click  to the left of the event. Hold the **Shift** key and press  to move multiple items at once. To add freeform entries, click **New Timeline Entry**. Any Slack entries moved into the **Timeline** are visible to anyone viewing the postmortem.

![A screenshot of the PagerDuty web app showing how to add an event to a postmortem's timeline](/images/kb/e6223b6f83cef4a63666f47f070e75d81c98a02293bf7f37ccb45c7fe39d00b1-postmortems-timeline-add.webp)
*Add to timeline*

- **To remove an event from the timeline**: Select the event and click , or click  to the left of the event.

![A screenshot of the PagerDuty web app showing how to remove an event from a postmortem's timeline](/images/kb/91c6b9c87c55b00a6fa3fc51462b834776763518c2c44f2ace667e02739bacba-postmortems-timeline-remove.webp)
*Remove from timeline*

Click **Save Timeline** to proceed.

6. Once you have completed and reviewed your report, click **Save & View Report**.

### Edit a Postmortem

1. Navigate to **Incidents**  →  **Postmortems** and select   →  **Edit** to the right of your desired postmortem, or select the postmortem's **Name** and click **Edit Report**.
2. Edit the postmortem's details as needed and click **Save & View Report**.

### Delete a Postmortem

> **Permanent Deletion:** Deleting a postmortem is permanent and cannot be undone.

1. Navigate to **Incidents**  →  **Postmortems** and select   →  **Delete** to the right of the postmortem you want to delete, or select the postmortem's **Name** and select   →  **Delete**.
2. In the confirmation dialog, click **Delete**.

### Export a Postmortem

Once you have completed your postmortem report, you can export it as a PDF.

1. Navigate to **Incidents**  →  **Postmortems** and select your desired postmortem's **Name**.
2. Click   →  **Save as PDF**.

![A screenshot of the PagerDuty web app showing how to save a postmortem as a PDF](/images/kb/31e4346edaebaba81468c7115a4b706dd674d5c01efa1ce533765991a0c23875-export_as_pdf.webp)
*Save as PDF*

## Customize the Postmortem Template

You can customize your postmortem report by adding or removing sections that apply to your team's specific use case.

![A screenshot of the PagerDuty web app showing how to customize the Postmortem template](/images/kb/b2ffe99d2b5f807ff6ac41e695fe40e6d761e4308b0df8841679436c90240a77-postmortems-customize-reports.webp)
*Customize the Postmortem template*

1. Navigate to **Incidents**  →  **Postmortems** and select the **Settings** tab.
2. Complete one or more of the following:
   - **To add a new section**: Scroll to the default **New Section**, click  on the right, and select **Edit Section**. Enter a new section **Title** and **Description**, then click **Save**. To add additional sections, click **Add Section** at the bottom of the page.
   - **To edit an existing section**: Click  to the right of the section and select **Edit Section**. Make any edits and click **Save**.
   - **To delete a section**: Click  to the right of the section and select **Delete**. In the confirmation dialog, click **Yes, Delete Section**.

### Reset the Postmortem Template

You can reset your postmortem template to the default sections if needed.

> **Resetting Templates:** Resetting your Report Template to default only affects future postmortem reports. Existing reports are not affected.

1. Navigate to **Incidents**  →  **Postmortems** and select the **Settings** tab.
2. Click **Reset Template** at the top of your Report Template. In the confirmation dialog, click **Yes, Reset Template**.

## FAQ

**How can I change the Slack user associated with Postmortems?**

To change the associated Slack user account, revoke and replace the current Slack authentication for the Postmortems feature only.

> **Slack User Limitations:** It is not currently possible to choose more than one Slack user specifically for the Postmortems feature.

1. Within your Slack user account, access the [My Authorizations](https://api.slack.com/tokens) section in the Slack API.
2. Locate the **PagerDuty Postmortems** app under the **Application & Scopes** column.
3. Click  to the right of the **PagerDuty Postmortems** app to remove it from your chosen Slack user account.

![A screenshot of the Slack API My Authorizations page showing the PagerDuty Postmortems app and the delete button](/images/kb/d1d3c875fa201ff9e74213db640ce6488375d18a969192bb09317fd596b5c911-postmortem-slack.webp)
*Remove PagerDuty Postmortems app*

4. While [editing a postmortem](#edit-a-postmortem) in PagerDuty, click **Connect to Slack** under the **Data Sources** section to authenticate a different Slack user account.

**Is it possible to add images or documents to a postmortem?**

You can insert an external link or URL in any postmortem field that hosts the image or document externally. Insert the link or URL into the section text, timeline entry summary, or the description of a manual timeline entry. When the link or URL is clicked, the image or document opens in a new tab. It is not currently possible to insert an image directly into a postmortem.